Core Capabilities

Designed specifically to run recruitment consultancies

OBCRM replaces single-purpose software silos with a unified operating system that links counselors, accountants, application officers, and global branch networks securely.

Zero lead response latency

Lead Operations & Auto-Routing

Centralize prospective student leads from public web forms, QR-code intake, website routing portals, and incoming WhatsApp lines instantly. Deploy multi-branch workload-balancing rules to distribute inquiries to active branch counselors immediately.

Real-time webhook ingestion links
Capacity-balanced branch routing rules
Duplicate verification and transcript matching checks
Instant SLA alert escalation when leads sit idle

app.obcrm.net/tenant/leads

OBCRM leads list showing lead ID, source, contact, academic details, proficiency test scores, and interested course/country per lead

Connect instantly inside the customer interface

WhatsApp Business Inbox Integration

Integrate your twilio WhatsApp API credentials in under 10 minutes. Every inbound client inquiry automatically maps to a candidate profile card, preserving detailed text logs, file uploads, and follow-up threads. Reply directly from the centralized desk.

Automatic profile creation from inbound WhatsApp messages
Centralized team mailbox thread visibility
Interactive quick-response template menus
Direct student attachment routing to folders

WhatsApp Endpoint Logs

ACTIVE

1. Register Twilio webhook URL

Verified

2. Ingest inbound chat token

Success

3. Auto-populate candidate profile

Created

Granular multi-tenant isolation covers all values in this module.

Track student portfolios with compliance rules

Admissions & Intake Engine

Coordinate academic applications across global intakes. Follow document reviews, conditional offer letter compliance, bank wire verifications, and pre-departure updates. Restrict view scopes by branch office to safeguard data.

Country-specific visual intake boards
Task reminders tied to intake deadlines
Historical event logging per candidate profile
Isolated branch-level counselor scope settings

app.obcrm.net/tenant/dashboard

OBCRM tenant admin dashboard showing the live Student Pipeline Preview with Inquiry, Qualified, Counselling, Documents, Applied, Offer, Visa, and Completed stage counts

Standardize actions across all teams

Visual Workflow Automations

Construct triggers, filters, and action chains without writing code. Define rules to send automatic WhatsApp templates, escalate idle leads, notify supervisors of SLA breaches, and generate document checklist schedules instantly.

Visual trigger → condition → action planner
Auto-escalate alerts when tasks sit past SLA limits
Pre-configure WhatsApp templates with client merge tokens
Granular execution logs for audit compliance review

app.obcrm.net/tenant/automations

OBCRM visual automation rule builder showing a trigger event picker, conditional logic builder, sequenced action steps, and the deployed-rules catalog

Zero missing paperwork at submission

Compliance Document Vaults

Build required file checklists customized by destination country and program subclass. Counselors verify, accept, or flag uploads directly in the candidate interface, eliminating document scattering.

Custom document checklists by destination country
Document expiry tracking with calendar warning logs
Granular download and upload permission checkpoints
Accept / Reject verification workflow loops

Checklist Compliance Monitor

ACTIVE

Certified Academic Transcripts

Verified

Statement of Purpose (SOP) draft

Rejected

Bank solvency proof folder

Review

Granular multi-tenant isolation covers all values in this module.

Audit payments and commissions cleanly

Double-Entry Finance Ledgers

Log installment billing items, track commission splits with sub-agent partners, verify student wire receipts, and track university payout rates. Financial tasks require senior accountant sign-off before unlocking next student stages.

Multi-currency ledger logs with audit locks
Auto-compute commission splits by partner tiers
Verification locks prevent premature visa processing
Comprehensive revenue and intake ledger dashboards

app.obcrm.net/tenant/finance/reconciliation

OBCRM finance reconciliation control screen showing net variance, unmatched bank and ledger totals, and side-by-side bank statement vs. general ledger matching

Adopt a secure operating infrastructure

Stop losing transcript packets and tuition slips. Schedule a customized operations consultation with our B2B team today.

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